Exchange Out preparations does not trigger Add Items dialog

[maxpatiiuk]

Added by @grantfitzsimmons on Nov 1, 2023:

Specify 7 Behavior

You can create an Exchange Out, but the Total Preps and Total Items do not work (#1193)

Most importantly, Exchange Out Preps does not work!
This means you can't create new preparations or link them with existing records.

Specify 6 Behavior

1. Go to Interactions
2. Click on Exchange Out
   
3. See this dialog:

a. Enter Items b. Record Set 6. Create the **Exchange Out** 7. See new record 

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Currently, clicking on the respective option in the Interactions dialog, triggers the following alert messages:

See also #516

[grantfitzsimmons]

Technically supported, but more extensive support needs to be added.

See #516, #2377, and importantly #114

[grantfitzsimmons]

Requested by CSIRO

[maxpatiiuk]

More context:
The dialog saying "is not supported" has been removed, and the form can now be edited, but fancy business rules and counts are not supported yet

[grantfitzsimmons]

Specify 7 Behavior

You can create an Exchange Out, but the Total Preps and Total Items do not work (#1193)

Most importantly, Exchange Out Preps does not work!
This means you can't create new preparations or link them with existing records.

Specify 6 Behavior

1. Go to Interactions
2. Click on Exchange Out
   
3. See this dialog:
   
   a. Enter Items
   
   b. Record Set
   
4. Create the Exchange Out
   
5. See new record
   

[grantfitzsimmons]

Reported By: CSIRO on Asana

Hi Specify,

I’m hoping this is some config we need to set up, rather than a bug! Please help.

We’re looking at the Exchange Out interaction for the Herbarium instance we are setting up.
When I select to create a new Exchange Out interaction, Specify opens a new Exchange Out record straight away. Unlike a new Loan interaction, it does not present me with the option to create an Exchange Out with a record set or by entering catalog numbers.

Once I’m in the Exchange Out record, and down at the Exchange Out Prep sub table, I can select the + button to add Exchange Out Preps, but again, it does not provide me with the pop-up window with the option to add preps via a record set or by entering catalog numbers. I can only enter 'unassociated' items.
There is no difference if grid view or table view has been applied (which is a factor in Loans, github #4078).
I had a look at sp7demofish – I can’t see how to add catalogued preps via form there either.

I also tried linking them through the workbench in our Herbarium dev instance.
I could add the Preps to the Exchange Outs, and it seemed ok from the Exchange Out record point of view.

Also, if I go back to the source Collection Object record and down to the Preparations sub table, the current count has updated as expected:

but if I click on the ‘Show Interactions’ button, I keep getting this error message:

Is there something we need to add in the App resources or back-end configuration to enable linking of Preparations to Exchange Out interaction via a form, and to resolve the error at the CO end?

[grantfitzsimmons]

From @bronwyncombs:

• EO preparations are read only and thus count information can’t be tested
• Attempted to remove defaulttype=“table' from view xml but behavior persisted